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Aidentified Unveils The Wealth Network Intelligence Playbook for Registered Investment Advisors

In an era where traditional methods are becoming increasingly ineffective, Aidentified, Inc., a leader in the Wealth Networking Intelligence™ sector, has taken a thoughtful step forward by launching The Wealth Network Intelligence Playbook. This free resource is specifically designed for Registered Investment Advisors (RIAs) and their teams, aiming to modernize and elevate their prospecting strategies.

The Need for Change

Research shows that cold calling has lost its effectiveness in the financial services industry, with professionals needing to make an average of 65 calls just to secure a single sale. This grim statistic reveals a conversion rate of only 1.54%, significantly lower than the industry average of 2.35% across various sectors. As Tom Rauker, Co-CEO of Aidentified, notes, "Traditional cold lists and generic outreach simply don't work anymore. The most successful advisors are leveraging real-time insights, relationship intelligence, and automation to drive growth."

Recognizing these shifting tides, Aidentified has crafted a comprehensive framework within this playbook to aid RIAs in modernizing their prospecting methods efficiently.

Key Insights Offered in the Playbook

The Wealth Network Intelligence Playbook includes several crucial insights that are essential for advisors looking to enhance their approach:
1. Define Your Ideal Prospect Profile (IPP): Identify who your best clients are and how to attract more similar prospects.
2. Unlock Your Hidden Network: Discover high-value connections that may be hidden within your existing network.
3. Master Trigger-Based Outreach: React to key life moments like job changes, liquidity events, and board appointments, providing timely value to prospects.
4. Build a Repeatable Prospecting Workflow: Transform just 15 minutes a day into tangible growth by developing an efficient workflow.
5. Activate Your Clients as Referral Engines: Use intelligent mapping to streamline warm introductions, fostering organic growth through existing relationships.

By introducing these modern strategies, Aidentified offers RIAs a way to cut through the noise and capitalize on the wealth transfer currently underway, as many inheritors are seeking new financial advisors.

The Aidentified Advantage

Since its inception in 2017, Aidentified has been at the forefront of merging millions of consumer and professional profiles, providing financial services professionals with unparalleled access to prospective clients through a rich network of warm leads.

The platform has transformed how advisors approach prospecting by shifting from guesswork to data-driven strategies, thus increasing relevance and effectiveness. It enables independent RIAs, advisory teams from small to mid-sized firms, and sales leaders in larger institutions to enhance their client acquisition efforts significantly.

About Aidentified

Aidentified's platform is distinguished by its AI-powered relationship-based prospecting capabilities and first-party data enrichment. By providing a comprehensive 360-degree view of clients and prospects, the technology supports relationship mapping and offers actionable insights that propel growth. The company has been recognized for its innovative contributions to the WealthTech industry, winning multiple awards, including the Best Industry Contact Relationship Management Solution at the SIIA CODIE awards in 2024.

For RIAs interested in optimizing their prospecting strategies, the Wealth Network Intelligence Playbook serves as a vital resource. It is available for free and can be downloaded through their website, Aidentified where you can also discover more about their offerings and innovative solutions.

As wealth dynamics shift globally, Aidentified is well poised to assist financial advisors in navigating this landscape, ensuring they can forge meaningful, lasting connections with their clients.